+11.7%
DASH vs HDB
-27.4%
+39.2%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.4% | -4.2% | -4.4% |
| 7D | -10.6% | +0.4% | -11.0% | -10.8% |
| 30D | +2.2% | -2.8% | +5.0% | +3.5% |
| 3M | +32.3% | -3.5% | +35.8% | +33.5% |
| 6M | +19.1% | -24.7% | +43.8% | +35.7% |
| YTD | -6.5% | -36.6% | +30.0% | +15.7% |
| 1Y | -14.9% | -34.4% | +19.5% | +3.0% |
| 3Y | +151.9% | -24.4% | +176.3% | +170.4% |
| 5Y | +9.4% | -35.4% | +44.8% | +17.9% |
| All | +11.7% | -27.4% | +39.2% | +11.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded HDB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling